Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Walker is an Investment Advisor Representative with Walker Financial Advisors Inc. Nicholas is a Certified Financial Planner and has been in the industry for 2 years. Nicholas has a Series 65 license and is registered with the state of California. Walker Financial Advisors Inc. is a registered investment advisor with the SEC and is headquartered in Mission Viejo, California. The firm provides financial planning, portfolio management, and other advisory services to individual and business clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
02/06/2022 - Present
Walker Financial Advisors Inc. (MISSION VIEJO CA)
IA
Issued 01/15/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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